Planning with
Confidence
Your Goals. Our Expertise. Your Success.
Blue Rock is committed to developing & implementing the best plans that reflects both your short and long term goals.
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We work with you to fully understand and address any financial planning or wealth management concerns you have. From asset management, estate planning, business retirement plans, and more, we handle the important work of financial planning and wealth management, so you can focus on living your life.
Personalized financial advice goes beyond standard plans to meet your individual needs. And, because our approach is comprehensive, our clients feel more prepared for the future.
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Comprehensive Financial Services
Your goals are personal. Your financial plan should be too. We lay the building blocks for a more confident financial future - covering essentials, ensuring lifestyle, preparing for the unexpected, and/or leaving a legacy.
Asset
Management
For personal, institutions, and nonprofits.
Corporate
Retirement Plans
For business owners and HR managers. Plan design, investment products, employee education - all while meeting fiduciary responsibilities.
Wealth
Management
Comprehensive financial plans for short and long-term goals: planning for retirement, reducing tax liability, creating an estate plan, philanthropic contributions, and more.
Modified
Family Office
Full-service private wealth management services for high-net-worth individuals.
Exit
Strategy
Personalized exit strategies for business owners.
About Blue Rock Financial Group
Blue Rock Financial Group is a financial services firm offering a fee-based platform that provides comprehensive financial advice and services to individuals and businesses. Our Financial Planning Process is centered around our client’s unique goals and objectives.
Our independence provides our clients access to the very best resources in the industry while delivering personal, customized service. We take time to explain the relevant detail and background regarding all planning recommendations. This understanding gives our clients the confidence and perspective to stay focused on their customized plans.
Client-focused. Full-service. Face-to-face. Today, and year after year.
Our independence provides our clients access to the very best resources in the industry while delivering personal, customized service. We take time to explain the relevant detail and background regarding all planning recommendations. This understanding gives our clients the confidence and perspective to stay focused on their customized plans.
Client-focused. Full-service. Face-to-face. Today, and year after year.
40
-
0
%
Average Net Worth
Increase Over 5 Years
49
%
Client
Retention
50
%
Employees hold
Professional Designations*
Are you an accountant, attorney or other trusted advisor?
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*Holds or is working towards professional designations CFP® or CFA®
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